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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,382 | $101,752-26.9% | $164,928-54.9% | $80,911-8.1% |
| Participation rate | 85.2% | 71.8%+13.3pp | 78.6%+6.6pp | 67.6%+17.5pp |
| Annual return | 15.03% | 16.73%-1.7pp | 70.08%-55.0pp | 35.63%-20.6pp |
| Employer contribution / active EE | $1,406 | $2,953-52.4% | $4,343-67.6% | $2,756-49.0% |
| Participant deferral / active EE | $3,823 | $4,477-14.6% | $6,034-36.6% | $4,297-11.0% |
| Admin fee / account holder | $179 | $8,218-97.8% | $12,684-98.6% | $6,935-97.4% |